Julian is your digital loan intake specialist—capturing inbound interest from small business owners, qualifying applicants instantly, and handing off high-intent borrowers to your financing team.
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First to reply, first to close. Accelerate pipeline generation with an always-on digital worker, converting prospects 24/7. Julian is your digital loan intake specialist, capturing inbound interest from small business owners and qualifying applicants in moments. He automates the initial screening process and flags high-intent borrowers for your team, so no promising applicant is kept waiting.
Julian responds within seconds to loan inquiries, walking prospects through pre-qualification using your exact criteria before routing them to a loan officer.
Julian re-engages dormant leads. He follows up on previously declined or abandoned applications and uncovers new opportunities in your CRM.
Julian works 24/7 to engage prospects and scale outreach while maintaining a genuine connection with borrowers at every touchpoint.
Julian delivers delightful and personalized conversations. Always available, endlessly patient, and able to reason, predict, and act in real-time.
Respond to inbound loan inquiries within seconds to maximize application completion rates.
Follow up with past applicants and quickly schedule calls or meetings with reactivated business owners looking for funding.
Run automated follow-up calls for webinar registrants, email campaign leads, or prospects who showed interest but didn’t finish the application.
Activate nurturing for qualified prospects who paused their application or needed more time, so your financing offer stays top-of-mind.
Track funnel metrics like application-to-approval conversion and time-to-contact in real time, using data to tighten your loan pipeline.
Consistent, personalized follow-ups minimize drop-off from undecided borrowers and improve overall funding rates.
Speed to lead
<20s
Julian calls prospects less than 20 seconds after they complete an inbound form.
Inbound conversion %
+61%
Decreasing lead response time results in a better buying experience.
Win rate
+3.5%
80% of buyers buy from the first vendor to respond. Julian drives a higher win-rate by always being first.